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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,299 hedge funds and large institutions have $56B invested in iShares Core S&P Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 961 increasing their positions, 798 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,299
Holders Change
+205
Holders Change %
+9.79%
% of All Funds
33.7%
Holding in Top 10
369
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+13.89%
% of All Funds
5.41%
New
330
Increased
961
Reduced
798
Closed
89
Calls
$86.8M
Puts
$26.9M
Net Calls
+$59.9M
Net Calls Change
+$43.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.06B
2
Goldman Sachs
Goldman Sachs
New York
+$372M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$213M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$143M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$124M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$454M
2
HNB
Huntington National Bank
Ohio
-$189M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$132M
4
UCFA
United Capital Financial Advisors
Texas
-$92.5M
5
AAS
Annex Advisory Services
Wisconsin
-$91.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFCP
1151
Twin Focus Capital Partners
Massachusetts
$1.8M -$10.6K -98 -0.6%
CT
1152
Colonial Trust
South Carolina
$1.8M +$247K +2,280 +16%
Vanguard Group
1153
Vanguard Group
Pennsylvania
$1.8M +$125K +1,155 +7%
DWA
1154
Dougherty Wealth Advisers
Minnesota
$1.8M – – –
IAS
1155
Insigneo Advisory Services
Florida
$1.79M +$718K +6,632 +67%
SFM
1156
Signet Financial Management
New Jersey
$1.78M +$6.6K +61 +0.4%
CAAM
1157
Cornerstone Advisors Asset Management
Pennsylvania
$1.78M – – –
PG
1158
Prostatis Group
Maryland
$1.77M +$1.4M +12,943 +378%
AEPWM
1159
Atlantic Edge Private Wealth Management
Florida
$1.76M +$1.76M +16,278 New
CCA
1160
Cobblestone Capital Advisors
New York
$1.76M +$1.24M +11,457 +240%
JIC
1161
Joel Isaacson & Co
New York
$1.76M +$240K +2,214 +16%
FA
1162
Faithward Advisors
Pennsylvania
$1.76M -$449K -4,356 -20%
BWM
1163
Baystate Wealth Management
Massachusetts
$1.75M +$364K +3,362 +26%
DFA
1164
Delta Financial Advisors
Louisiana
$1.74M +$108 +1 +0%
PPP
1165
Private Portfolio Partners
New Jersey
$1.74M +$66K +610 +4%
OCM
1166
Orion Capital Management
California
$1.73M -$705K -6,515 -29%
CRWM
1167
Castle Rock Wealth Management
California
$1.73M +$87.9K +843 +5%
TFM
1168
TFC Financial Management
Massachusetts
$1.72M +$1.41K +13 +0.1%
DWM
1169
Defined Wealth Management
Oregon
$1.72M +$160K +1,481 +10%
TA
1170
TFG Advisers
Michigan
$1.72M -$24.6K -227 -1%
MIM
1171
Macroview Investment Management
Maryland
$1.72M +$12.4K +115 +0.7%
TI
1172
Trexquant Investment
Connecticut
$1.71M +$419K +3,872 +32%
NRI
1173
NFP Retirement Inc
California
$1.71M -$92.2K -852 -5%
VFG
1174
Valley Financial Group
Pennsylvania
$1.71M +$1.71M +15,763 New
ZF
1175
Zhang Financial
Michigan
$1.7M +$22.9K +212 +1%
45 46
47
48 49